p) 952.469.2020  e) info@lakevillechambercvb.org

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Edward Jones - Kellee Ablard - Financial Advisor

Edward Jones - Kellee Ablard - Financial Advisor

Categories

Financial/Investment Advisors

About Us

As an Edward Jones financial advisor, I am passionate about making a difference in people's lives by helping them feel financially secure throughout their lifetimes. I value my personal relationships with my clients and honor them by focusing on what is most important to them and their unique financial needs. This focus enables me to develop the most appropriate strategies to help them achieve their goals. My clients' goals range from planning for and thriving in retirement to transferring wealth to families and charities. I also partner with business owners to help them with their business succession strategies.

Using an established process, I help my clients build personalized financial strategies that are designed for their specific goals and risk levels. I take the time to get to know my clients and construct measurable objectives tailored to their circumstances. Once the strategy is created, my team and I maintain regular contact and I work with my clients to help keep them on track. I am proud to serve a diverse group of clients within the local community, across the state, and throughout the country.

Highlights

  • Retirement & College Savings
  • Business Owners
  • Investments
  • Insurance & Annuities
  • Cash & Credit

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Rep/Contact Info

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Kellee Ablard
Financial Advisor
  • Phone: (952) 255-8022
Bri King
Branch Office Administrator
  • Phone: (952) 255-8022